Thailand Views

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Power: Gas Down, Coal And Imports Up

We have revised down our 2014 electricity generation forecast for Thailand to account for the decline in gas-fired generation, which is brought on by shutdowns and maintenance of several gas fields....

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Regional FX & Fixed Income Strategy

Our decision to turn cautious towards Asian FX on October 30 proved well-timed, with the US dollar coming back strongly across the board. Looking at our Asia FX basket (which excludes AUD and NZD),...

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